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Tuesday, June 5, 2018

Hutchison Port - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/17 OCBC Hutchison Port 0.435 0.46 Buy DDM
02/03/17 OCBC Hutchison Port 0.425 0.46 Buy
02/13/17 OCBC Hutchison Port 0.44 0.45 Hold Buy @ $0.41 or below
02/14/17 DBS Vickers Hutchison Port 0.415 0.42 Hold DCF
04/25/17 OCBC Hutchison Port 0.41 0.42 Hold
04/26/17 DBS Vickers Hutchison Port 0.395 0.42 Hold DCF
06/19/17 OCBC Hutchison Port 0.445 0.42 Hold Buy below $0.40
07/20/17 OCBC Hutchison Port 0.48 0.42 Sell
07/21/17 DBS Vickers Hutchison Port 0.445 0.42 Hold DCF
10/31/17 OCBC Hutchison Port 0.435 0.42 Hold
10/31/17 DBS Vickers Hutchison Port 0.435 0.39 Hold DCF
11/22/17 OCBC Hutchison Port 0.42 0.42 Hold Buy @ $0.39
02/06/18 OCBC Hutchison Port 0.375 0.43 Buy
02/06/18 DBS Vickers Hutchison Port 0.375 0.39 Hold DCF, Buy @ $0.35
04/16/18 OCBC Hutchison Port 0.33 0.43 Buy
04/16/18 DBS Vickers Hutchison Port 0.33 0.38 Buy DCF
06/01/18 OCBC Hutchison Port 0.275 0.43 Buy
06/05/18 DBS Vickers Hutchison Port 0.28 0.38 Buy

HRnet Group - Stock calls


Date Analyst Company Last Target Call Valuation
07/20/17 Credit Suisse HRnetGroup 0.855 1.1 Outperform DCF, PER21.9x FY17
08/17/17 Credit Suisse HRnetGroup 0.75 1.04 Outperform
11/02/17 DMG & Partners HRnetGroup 0.865 1.14 Buy DCF, PER16x FY18 Ex-Cash
01/03/18 DBS Vickers HRnetGroup 0.79 0.96 Buy DCF & PER15x FY18 (ex-cash)
01/09/18 DMG & Partners HRnetGroup 0.82 1.14 Buy DCF
02/15/18 DMG & Partners HRnetGroup 0.81 1.14 Buy DCF
02/27/18 Credit Suisse HRnetGroup 0.805 1.06 Outperform
02/27/18 DBS Vickers HRnetGroup 0.805 0.97 Buy PER15x FY18, Ex-cash
05/11/18 DBS Vickers HRnetGroup 0.83 0.98 Buy DCF & PER15x (ex-cash)
05/11/18 DMG & Partners HRnetGroup 0.83 1.14 Buy DCF

Stock calls for 5 June 2018


Date Analyst Company Last Target Call Valuation
06/05/18 DBS Vickers Dairy Farm 8.9 9.77 Buy
06/05/18 DBS Vickers Genting 1.26 1.49 Buy
06/05/18 phillip Geo Energy 0.225 0.41 Buy PER10x
06/05/18 UOB Kay Hian Ho Bee 2.49 3.02 Buy
06/05/18 DBS Vickers Hutchison Port 0.28 0.38 Buy
06/05/18 DBS Vickers Keppel Corp 7.75 10.2 Buy
06/05/18 CIMB MM2 Asia 0.485 0.72 Add Sum of parts
06/05/18 DMG & Partners Moya Asia 0.087 0.14 Buy
06/05/18 DBS Vickers Roxy-Pacific 0.505 0.63 Buy
06/05/18 DBS Vickers Sembcorp Marine 2.11 2.9 Buy
06/05/18 DBS Vickers SIA 11.48 13.7 Buy
06/05/18 DBS Vickers Singtel 3.27 3.85 Buy
06/05/18 UOB Kay Hian Wheelock Properties 1.74 2.33 Buy
06/05/18 DBS Vickers Wilmar 3.28 3.65 Buy
06/05/18 UOB Kay Hian Wing Tai 2.05 2.78 Buy RNAV (20% discount)

How many deaths must happen before the government takes action against cyclists?

https://www.straitstimes.com/singapore/courts-crime/teenage-cyclist-who-allegedly-hit-60-year-old-woman-in-tampines-arrested?xtor=CS11-86

It's about time we take action against cyclists in the park where there are kids and elders frolicking and exercising in the park.

Cyclists and pedestrians cannot co-exist! How many deaths must happen before the government will reconsider to separate cyclists and pedestrians?

This is not the first case and won't be the last one too.  Mark my words!

Recession may come sooner than expected.

https://sg.finance.yahoo.com/news/japans-weak-household-spending-services-activity-hint-recession-035757427--finance.html

The recession may come sooner than expected.  The anticipated recession is in 2019/2020.

When Japan, the 3rd largest economy, enters into a recession, the rest of the world will follow suit because Japan is an export-oriented economy and is an accurate indicator of the world economies.

When Japan is not doing well, it means world trades are floundering too.

Monday, June 4, 2018

Hotung - Stock calls


Date Analyst Company Last Target Call Valuation
01/20/17 DMG & Partners Hotung 1.515 1.9 Buy PB0.6x, Yield 7%
04/17/17 DMG & Partners Hotung 1.75 2 Buy PB0.6x FY17
06/07/17 UOB Kay Hian Hotung 1.87 3.38 Buy
06/12/17 Lim & Tan Hotung 1.92 3.02 Buy
07/05/17 UOB Kay Hian Hotung 1.865 3.38 Buy PB0.94x
08/17/17 UOB Kay Hian Hotung 2.1 2.93 Buy

Hotel Properties - Stock calls


Date Analyst Company Last Target Call Valuation
02/28/17 OCBC Hotel Properties 3.76 4.83 Buy
08/16/17 OCBC Hotel Properties 3.87 4.83 Buy
02/28/18 OCBC Hotel Properties 3.78 4.74 Buy RNAV
03/09/18 OCBC Hotel Properties 3.77 4.74 Buy

Stock calls for 4 June 2018


Date Analyst Company Last Target Call Valuation
06/04/18 UOB Kay Hian A-Reit 2.64 3.05 Buy
06/04/18 UOB Kay Hian CapitaCommercial 1.69 2.09 Buy
06/04/18 UOB Kay Hian CDL Hospitality 1.68 1.95 Buy
06/04/18 UOB Kay Hian City Developments 11.25 14.03 Buy
06/04/18 UOB Kay Hian Cityneon 0.98 1.55 Buy
06/04/18 Lim & Tan CourtsAsia 0.215 0 Hold
06/04/18 UOB Kay Hian CSE Global 0.465 0.61 Buy
06/04/18 phillip DBS 28.3 32.7 Accumulate
06/04/18 UOB Kay Hian DBS 28.3 35.5 Buy
06/04/18 CIMB ESR-Reit 0.505 0.62 Add
06/04/18 Amfrasers Geo Energy 0.225 0.3 Buy DCF, PER6x FY18
06/04/18 UOB Kay Hian Keppel Corp 7.65 9 Buy
06/04/18 OCBC KSH 0.635 0.98 Buy
06/04/18 UOB Kay Hian M1 1.71 1.6 Sell
06/04/18 phillip OCBC 12.53 14.9 Accumulate
06/04/18 Kim Eng Oxley 0.46 0.56 Buy RNAV (20% discount)
06/04/18 CIMB Sembcorp Industries 2.93 3.49 Add
06/04/18 DBS Vickers Sembcorp Industries 2.93 4.5 Buy
06/04/18 UOB Kay Hian Singapore Post 1.32 1.59 Buy
06/04/18 UOB Kay Hian Singtel 3.25 4.22 Buy
06/04/18 UOB Kay Hian ST Engineering 3.45 4.1 Buy
06/04/18 UOB Kay Hian Sunningdale 1.38 2 Buy
06/04/18 UOB Kay Hian Tianjin Zhongxin 1.21 1.72 Buy
06/04/18 phillip UOB 28.1 31.7 Accumulate

We urge US to come clean on Iraq invasion!

https://uk.reuters.com/article/uk-china-tiananmen/us-urges-china-to-come-clean-on-tiananmen-anniversary-idUKKCN1J00AE

USA, please come clean on Iraq invasion before you point your finger at another country.

http://sg-stock.blogspot.com/2016/07/chilcot-report-revealed-truth-about.html

The USA is fearmongering again!

https://sg.news.yahoo.com/mattis-slams-china-c-sea-leaves-door-open-004735521.html

The USA is embarking on a smearing campaign again.

The timeline shows that China only started to militarize the South China Sea (SCS) when the USA started to create troubles in SCS by sending their naval vessels to conduct freedom of navigation (FON).  The militarization is a counter response to the USA FON, not to intimidate or coerce other countries.

This is an internet era and we can find the timeline of activities in SCS to disapprove the USA's accusation.  There is a direct causation between US FON and China militarization in SCS.

Sunday, June 3, 2018

China to void trade deals if the USA insists on implementing the tariffs.

https://www.bbc.com/news/business-44346461

China has given its latest warning to the USA for implementing the USA tariffs against China.

Let's see if Trump will really do it.

Saturday, June 2, 2018

Baltic dry index - 1156

Today, Friday, June 01 2018, the Baltic Dry Index climbed by 66 points, reaching 1156 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
=====================
Related stocks: Semcorp Marine, Cosco & Pan Ocean

US rig count - 1060

HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by one this week to 1,060.
At this time a year ago there were 916 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 861 rigs drilled for oil this week and 197 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added two rigs, and Colorado, Texas, and Wyoming each added one.
Louisiana lost two rigs. New Mexico and North Dakota each lost one.
Alaska, Arkansas, California, Ohio, Pennsylvania, Utah, and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
========================

Related stocks: Keppel Corp, Sembcorp Marine & Cosco.

The US-NK summit is back in Singapore again!

https://sg.news.yahoo.com/top-north-korean-general-way-us-ahead-summit-064336576.html

Whether there will be a last minute cancellation, only the god knows!

Nevertheless, Singapore will be preparing for this US-NK summit and security will be tight in June 2018.

Friday, June 1, 2018

Facebook doesn't respect shareholders!

https://www.channelnewsasia.com/news/business/facebook-says-all-directors-elected--shareholder-proposals-rejected-10304198

This is the inception of a downfall.

https://www.channelnewsasia.com/news/business/facebook-sinking-fast-among-us-teens-survey-10303044

Opps! It may have already happened.  Teens are dumping FB already as we speak.

Mahathir has shown his true colour which is his hatred for Singapore.

https://fairplay.ihs.com/commerce/article/4302161/mahathir-cancels-singapore-rail-link-renegotiates-china-project

Mahathir doesn't want Singapore to be connected to the OBR initiative and therefore has cancelled the HSR project.  However, he will still retain the rail link with China by renegotiating for better terms.

He just doesn't want SG to reap the economic benefits and uses this HSR cancellation to slow SG growth.  In short, he still hates SG deeply in his heart.

HongKong Land - Stock calls


Date Analyst Company Last Target Call Valuation
03/03/17 CIMB Hongkong Land 7.02 7.8 Add RNAV (40% discount)
03/03/17 DBS Vickers Hongkong Land 7.02 7.8 Buy RNAV (35% discount)
03/03/17 Lim & Tan Hongkong Land 7.02 0 Buy
03/06/17 Credit Suisse Hongkong Land 6.84 7.2 Neutral
03/06/17 DBS Vickers Hongkong Land 6.84 7.9 Buy
04/04/17 CIMB Hongkong Land 7.72 8.5 Add RNAV (35% discount)
05/04/17 DBS Vickers Hongkong Land 7.75 8.51 Buy RNAV (30% discount)
06/13/17 Lim & Tan Hongkong Land 7.76 0 Buy
08/03/17 DBS Vickers Hongkong Land 7.54 8.93 Buy RNAV (30% discount)
08/04/17 CIMB Hongkong Land 7.59 9.1 Add RNAV (35% discount)
08/07/17 DIR Hongkong Land 7.8 9.3 Buy RNAV (30% discount), Up from $8.70
11/10/17 DBS Vickers Hongkong Land 7.32 8.93 Buy RNAV (30% discount)
12/20/17 CIMB Hongkong Land 7.16 9.1 Add
03/09/18 CIMB Hongkong Land 6.76 9.1 Add RNAV (35% discount)
03/09/18 Lim & Tan Hongkong Land 6.76 0 Buy
03/12/18 DBS Vickers Hongkong Land 7.02 8.53 Buy RNAV (35% discount)
03/13/18 CIMB Hongkong Land 7 9.5 Add RNAV (30% discount)
05/11/18 DBS Vickers Hongkong Land 7.26 8.53 Buy

Hong Leong Finance - Stock calls


Date Analyst Company Last Target Call Valuation
04/05/17 DBS Vickers Hong Leong Finance 2.7 3.2 Buy GGM, PB0.8x FY17
08/10/17 DBS Vickers Hong Leong Finance 2.63 3.2 Buy GGM, PB0.8x FY17
11/13/17 DBS Vickers Hong Leong Finance 2.72 3.2 Buy GGM, PB0.8x FY17
01/05/18 DBS Vickers Hong Leong Finance 2.77 3.2 Buy
02/28/18 DBS Vickers Hong Leong Finance 2.68 3.2 Buy GGM, PB0.8x FY17
05/03/18 DBS Vickers Hong Leong Finance 2.8 3.2 Buy GGM

Stock calls for 1 June 2018


Date Analyst Company Last Target Call Valuation
06/01/18 Amfrasers Accordia Golf Trust 0.605 0.7 Buy DDM
06/01/18 Phillip Aoxin Q&M 0.22 0.29 Not Rated PER35x FY19
06/01/18 OCBC Hutchison Port 0.275 0.43 Buy
06/01/18 CIMB Jubilee 0.039 0.051 Add Sum of parts
06/01/18 Lim & Tan KSH 0.645 0 Hold
06/01/18 UOB Kay Hian OCBC 12.54 16.5 Buy GGM, PB1.68 FY18
06/01/18 OCBC SGX 7.24 7.89 Buy PER23x
06/01/18 SAC Advisors SLB Dev 0.215 0.28 Buy

Thursday, May 31, 2018

Singapore ministers do not dare to comment on Mahathir's intention to build an island on the middle rocks.

https://www.channelnewsasia.com/news/singapore/pedra-branca-singapore-malaysia-icj-to-drop-challenge-10291432

https://www.todayonline.com/content/full-singapore-ministry-foreign-affairs-statement-malaysias-decision-withdraw-icj-challenge

2 Singapore ministers (current & ex) commented on Pedra Branca but both didn't comment on the middle rocks' island that Malaysia was constructing.

It is definitely a security concern to Singapore that Malaysia is building an island for maritime purpose so near to Singapore (just 44km away) but SG doesn't dare to make any remark.

Mahathir is embarking on his anti-Singapore barrage by trying to contain Singapore.  First, it was the HSR cancellation and followed immediately by the island construction remark on the middle rocks.  This won't be the end but a beginning as he loves to skin SG alive.



Hock Lian Seng - Stock calls


Date Analyst Company Last Target Call Valuation
02/16/17 UOB Kay Hian Hock Lian Seng 0.515 0.69 Buy PER7.6x FY17, Ex-Cash
03/02/17 phillip Hock Lian Seng 0.585 0.57 Neutral Sum of parts
03/02/17 UOB Kay Hian Hock Lian Seng 0.585 0.69 Buy
05/11/17 phillip Hock Lian Seng 0.475 0.57 Accumulate Sum of parts
05/11/17 UOB Kay Hian Hock Lian Seng 0.475 0.585 Buy PER7.6x FY17, Ex-Cash
12/06/17 DBS Vickers Hock Lian Seng 0.455 0.58 Not Rated PER11x FY18
02/20/18 UOB Kay Hian Hock Lian Seng 0.495 0.63 Buy
02/27/18 UOB Kay Hian Hock Lian Seng 0.51 0.65 Buy

Ho Bee - Stock calls


Date Analyst Company Last Target Call Valuation
01/11/17 Kim Eng Ho Bee 2.06 2.13 Hold
02/06/17 phillip Ho Bee 2.29 2 Accumulate
02/09/17 Lim & Tan Ho Bee 2.3 0 Buy
02/28/17 Kim Eng Ho Bee 2.3 2.47 Hold
03/02/17 phillip Ho Bee 2.26 2.64 Accumulate RNAV (30% discount)
03/08/17 UOB Kay Hian Ho Bee 2.32 2.82 Buy
03/13/17 Kim Eng Ho Bee 2.35 2.47 Hold
03/13/17 UOB Kay Hian Ho Bee 2.35 3.02 Buy
03/16/17 Kim Eng Ho Bee 2.3 2.6 Hold
04/26/17 Kim Eng Ho Bee 2.31 2.6 Hold RNAV (36% discount)
04/27/17 phillip Ho Bee 2.37 2.64 Accumulate RNAV (30% discount)
05/29/17 Kim Eng Ho Bee 2.36 3 Buy RNAV (29% discount)
06/16/17 Kim Eng Ho Bee 2.37 3 Buy
07/11/17 Kim Eng Ho Bee 2.35 3 Buy
08/14/17 phillip Ho Bee 2.32 2.98 Accumulate RNAV (30% discount)
08/22/17 CIMB Ho Bee 2.35 3.39 Add RNAV (35% discount)
08/28/17 Kim Eng Ho Bee 2.39 3 Buy
09/18/17 UOB Kay Hian Ho Bee 2.32 3.02 Buy
09/25/17 Kim Eng Ho Bee 2.36 3 Buy
11/10/17 phillip Ho Bee 2.57 2.98 Accumulate RNAV (30% discount)
11/17/17 Kim Eng Ho Bee 2.53 3 Buy
12/01/17 UOB Kay Hian Ho Bee 2.48 3.02 Buy
12/18/17 Kim Eng Ho Bee 2.41 3 Buy
03/01/18 Kim Eng Ho Bee 2.48 3.15 Buy RNAV (30% discount)
03/02/18 phillip Ho Bee 2.51 2.98 Accumulate RNAV (30% discount)
04/11/18 Kim Eng Ho Bee 2.54 3.15 Buy
04/27/18 Kim Eng Ho Bee 2.54 3.3 Buy RNAV
04/27/18 Lim & Tan Ho Bee 2.54 0 Buy
04/30/18 phillip Ho Bee 2.56 2.98 Accumulate RNAV (30% discount)

Stock calls for 31 May 2018


Date Analyst Company Last Target Call Valuation
05/31/18 Lim & Tan Accordia Golf Trust 0.595 0 Hold
05/31/18 NRA Accrelist 0.006 0.012 Overweight
05/31/18 CIMB Dairy Farm 8.95 9.55 Add
05/31/18 DBS Vickers Frasers Commercial Trust 1.36 1.65 Buy
05/31/18 phillip Old Chang Kee 0.755 0.98 Buy DCF, PER22.6x FY19
05/31/18 phillip SATS 5.28 5.58 Accumulate DCF
05/31/18 UOB Kay Hian SATS 5.28 5.7 Buy DCF, PER24.3x FY19
05/31/18 DBS Vickers SATS 5.28 5.64 Buy
05/31/18 OCBC SATS 5.28 5.5 Hold
05/31/18 DBS Vickers Yoma 0.4 0.58 Buy

Wednesday, May 30, 2018

HMI - Stock calls


Date Analyst Company Last Target Call Valuation
02/10/17 Amfraserss HMI 0.645 0.84 Buy
02/13/17 Amfraserss HMI 0.645 0.86 Buy DCF, PER36x FY18
03/10/17 phillip HMI 0.61 0.83 Buy DCF
03/13/17 CIMB HMI 0.635 0.81 Add DCF
03/24/17 OCBC HMI 0.64 0.8 Buy DCF
04/20/17 OCBC HMI 0.625 0.8 Buy
04/20/17 UOB Kay Hian HMI 0.625 0.83 Buy DCF
05/09/17 CIMB HMI 0.615 0.81 Add DCF
05/12/17 OCBC HMI 0.605 0.8 Buy DCF
05/15/17 Amfrasers HMI 0.6 0.86 Buy DCF, PER38x FY18
05/15/17 CIMB HMI 0.6 0.83 Add DCF
05/15/17 phillip HMI 0.6 0.83 Buy DCF, PER35x FY18
06/05/17 Kim Eng HMI 0.63 0.84 Buy DCF, PER35x FY18
06/08/17 OCBC HMI 0.69 0.8 Buy
06/19/17 UOB Kay Hian HMI 0.685 0.83 Buy DCF
08/01/17 UOB Kay Hian HMI 0.665 0.83 Buy DCF
08/24/17 OCBC HMI 0.65 0.8 Buy DCF
08/25/17 Kim Eng HMI 0.645 0.8 Buy DCF
08/25/17 CIMB HMI 0.645 0.83 Add DCF
08/29/17 phillip HMI 0.645 0.83 Buy DCF
09/11/17 UOB Kay Hian HMI 0.635 0.83 Buy DCF
11/15/17 CIMB HMI 0.715 0.83 Add DCF
11/15/17 phillip HMI 0.715 0.83 Buy DCF
11/15/17 UOB Kay Hian HMI 0.715 0.83 Buy DCF
11/15/17 Kim Eng HMI 0.715 0.8 Buy DCF
01/08/18 CIMB HMI 0.665 0.83 Add DCF
02/14/18 phillip HMI 0.63 0.83 Buy DCF
02/14/18 UOB Kay Hian HMI 0.63 0.83 Buy DCF
02/14/18 Kim Eng HMI 0.63 0.8 Buy DCF
05/11/18 phillip HMI 0.645 0.83 Buy DCF
05/11/18 UOB Kay Hian HMI 0.645 0.83 Buy DCF
05/16/18 Kim Eng HMI 0.665 0.8 Buy

Hi-P - Stock calls


Date Analyst Company Last Target Call Valuation
05/23/17 DBS Vickers Hi-P 0.88 1.07 Buy PER12x FY18
06/16/17 DBS Vickers Hi-P 0.935 1.07 Buy
08/07/17 DBS Vickers Hi-P 1.19 1.45 Buy PER13x
10/03/17 DBS Vickers Hi-P 1.405 1.67 Buy PER13.2x FY18
11/08/17 DBS Vickers Hi-P 1.93 2.3 Buy PER15.4x FY18
12/06/17 DBS Vickers Hi-P 1.61 2.3 Buy
12/21/17 Kim Eng Hi-P 1.75 2.11 Buy PB3.4x FY17, PER13.6x FY18, PEG0.7x
02/15/18 Kim Eng Hi-P 1.92 2.43 Buy PB3.2x FY18
02/15/18 DBS Vickers Hi-P 1.92 2.48 Buy PER14.4x FY18
04/03/18 DBS Vickers Hi-P 2.17 2.48 Buy
04/27/18 DBS Vickers Hi-P 1.8 1.88 Hold PER13.3x FY18
05/03/18 DBS Vickers Hi-P 1.69 1.8 Hold PER13.3x FY18
05/03/18 Lim & Tan Hi-P 1.69 0 Sell
05/04/18 Kim Eng Hi-P 1.57 1.45 Hold PB2x

Hatten Land - Stock calls


Date Analyst Company Last Target Call Valuation
02/28/17 NRA Hatten Land 0.27 0.44 Overweight
03/14/17 UOB Kay Hian Hatten Land 0.285 0.43 Buy Sum of parts
05/16/17 UOB Kay Hian Hatten Land 0.196 0.43 Buy Sum of parts
06/21/17 CIMB Hatten Land 0.181 0.38 Add RNAV (45% discount)
07/05/17 UOB Kay Hian Hatten Land 0.225 0.43 Buy
08/18/17 CIMB Hatten Land 0.2 0.38 Add RNAV (45% discount)
08/21/17 NRA Hatten Land 0.205 0.46 Overweight DCF, PER20.2x FY18

Stock calls for 30 May 2018


Date Analyst Company Last Target Call Valuation
05/30/18 DMG & Partners APAC Realty 0.905 1.35 Buy DCF
05/30/18 DBS Vickers MM2 Asia 0.495 0.7 Buy Sum of parts
05/30/18 Lim & Tan SATS 5.35 0 Hold
05/30/18 CIMB Valuetronics 0.795 0.95 Add PER10x CY19
05/30/18 UOB Kay Hian Valuetronics 0.795 0.96 Buy PER11.3x FY19
05/30/18 DMG & Partners Valuetronics 0.795 0.92 Buy PER9.5x FY19
05/30/18 Kim Eng Valuetronics 0.795 1.15 Buy

Monday, May 28, 2018

Mahathir wants to terminate KL-SG HSR.

https://sg.finance.yahoo.com/news/malaysia-pm-drop-high-speed-rail-project-singapore-091027991.html

This old man doesn't like Singapore at all.  He didn't get a chance to skin Singapore in the past.  Therefore, he is doing it now by trying to stop our progress.  He doesn't want SG to be linked to the OBR initiative.

Guocoland - Stock calls


Date Analyst Company Last Target Call Valuation
01/24/17 CIMB Guocoland 1.845 2.59 Add RNAV (25% discount)
03/08/17 UOB Kay Hian Guocoland 1.85 2.55 Buy
08/17/17 Kim Eng Guocoland 2.04 2.75 Buy RNAV (22% discount)
08/25/17 UOB Kay Hian Guocoland 2.28 2.8 Buy RNAV (23.5% discount)
08/29/17 CIMB Guocoland 2.32 2.77 Add RNAV (25% discount)
09/18/17 UOB Kay Hian Guocoland 2.29 2.8 Buy
09/25/17 Kim Eng Guocoland 2.29 2.75 Buy RNAV (23.5% discount)
10/09/17 Kim Eng Guocoland 2.31 2.9 Buy RNAV (20% discount)
10/20/17 CIMB Guocoland 2.41 2.82 Add RNAV (25% discount)
11/17/17 Kim Eng Guocoland 2.19 2.9 Buy
12/01/17 UOB Kay Hian Guocoland 2.08 2.8 Buy
12/07/17 Kim Eng Guocoland 2.09 2.95 Buy RNAV (20% discount)
01/16/18 Kim Eng Guocoland 2.26 2.95 Buy RNAV (38% discount), PB0.68x
02/02/18 CIMB Guocoland 2.25 2.88 Add RNAV (25% discount)
02/05/18 Kim Eng Guocoland 2.22 2.95 Buy RNAV (20% discount)
03/20/18 CIMB Guocoland 2.11 2.88 Add RNAV (25% discount)
03/20/18 Kim Eng Guocoland 2.11 3 Buy RNAV (20% discount)
04/02/18 Kim Eng Guocoland 2.08 3 Buy RNAV (20% discount)